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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $50,357 | $85,766-41.3% | $136,298-63.1% | $70,126-28.2% |
| Participation rate | 37.2% | 74.2%-37.0pp | 81.9%-44.7pp | 69.5%-32.4pp |
| Annual return | 18.91% | 31.46%-12.5pp | 5156.27%-5137.4pp | 73.15%-54.2pp |
| Employer contribution / active EE | $593 | $2,966-80.0% | $4,696-87.4% | $2,343-74.7% |
| Participant deferral / active EE | $1,557 | $5,051-69.2% | $6,247-75.1% | $3,332-53.3% |
| Admin fee / account holder | $414 | $5,421-92.4% | $9,244-95.5% | $4,645-91.1% |